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CRM ⇄ Human resources

Freshworks CRM to Ukg Pro integration — real-time, two-way sync

Keep Freshworks CRM and Ukg Pro in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Freshworks CRM and Ukg Pro

Keep the people who own accounts in Freshworks CRM in step with the workforce records in Ukg Pro, so ownership, roles, and org structure stay current in both systems, in real time and in both directions.

Freshworks CRM runs on people as much as on accounts: every contact, deal, and account has an owner, and those owners are employees whose roles, teams, and status are held in Ukg Pro. Ukg Pro is the system of record for the workforce, from new hires to promotions to departures, and often for the candidates the business is still deciding on. When the two systems are connected only by re-keying or an overnight export, they drift apart, and the CRM ends up assigning accounts to people who have left, holding territories that no longer match the org chart, and waiting days to give a new rep access.

Stacksync syncs Appointments, Sales activities, Lists, Notes in Freshworks CRM with Job / Position History, Compensation Details, Payroll (Pay Statements, Direct Deposit, Earnings), Terminations in Ukg Pro field by field, in real time, and in both directions. You decide which system owns which fields, so Ukg Pro stays authoritative on roles and org structure while Freshworks CRM keeps ownership and territory current, and Stacksync resolves conflicts by the rules you set.

Common use cases

  • 01 Keep list membership aligned with segments computed in the warehouse.
  • 02 Mirror deal and activity data into a Postgres database that internal tools query directly.
  • 03 Keep Configuration code tables (jobs, locations, departments, cost centers) aligned between UKG Pro and an ERP so org and cost-center hierarchies match.
  • 04 Two-way sync of Employee and Job Details (position, department, supervisor, location, cost center) into Postgres so provisioning, internal apps, and analytics read current worker and org data in SQL while HR edits in UKG Pro.

Common sync patterns

New team members provisioned when they are hired

When Ukg Pro records a new hire, a matching user or owner is created in Freshworks CRM, so a new rep can start working accounts without waiting on a manual setup ticket.

Ownership and territory follow the org chart

When a person changes team, manager, or region in Ukg Pro, their accounts and territory assignments in Freshworks CRM update to match, so pipeline stays with the right owner.

Deactivate access when someone leaves

When Ukg Pro marks a worker as departed, the matching user in Freshworks CRM is flagged or deactivated, so former employees do not keep CRM access after their last day.

What you can sync between Freshworks CRM and Ukg Pro

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Freshworks CRM objects Ukg Pro objects How this pairing syncs
Appointments Meeting records readable for activity reporting. Job / Position History Effective-dated job, position, department, supervisor, location, and cost center; the most-synced record for org charts, provisioning, and analytics. Appointments is specific to Freshworks CRM and Job / Position History to Ukg Pro — each maps to any object or custom field on the other side.
Sales activities Logged activity types used in engagement and productivity analysis. Compensation Details Effective-dated pay rate and salary; usually read into a warehouse for comp reporting and writable as new dated changes through the compensation endpoints. Sales activities is specific to Freshworks CRM and Compensation Details to Ukg Pro — each maps to any object or custom field on the other side.
Lists Contact list membership synced against segments computed in a warehouse. Payroll (Pay Statements, Direct Deposit, Earnings) Pay statements, direct-deposit accounts, and earnings history; read-only pay data replicated into finance and warehouse systems for labor-cost reporting. Lists is specific to Freshworks CRM and Payroll (Pay Statements, Direct Deposit, Earnings) to Ukg Pro — each maps to any object or custom field on the other side.
Notes Context records attached to contacts, accounts, and deals. Terminations Termination transactions posted with a terminationDate and a reason code that must match the tenant's configured reason table; drives account deprovisioning. Notes is specific to Freshworks CRM and Terminations to Ukg Pro — each maps to any object or custom field on the other side.
Contacts Unified sales-and-marketing person records; the core entity for bidirectional syncs. Configuration Setup (Code Tables) Reference data such as jobs, locations, positions, earnings, and deduction codes; used to resolve and validate field values when mapping records during sync. Contacts is specific to Freshworks CRM and Configuration Setup (Code Tables) to Ukg Pro — each maps to any object or custom field on the other side.
Accounts Company records kept consistent with ERP and billing systems. Time & Attendance (UTA) Timekeeping and worked-hours data exposed by the UTA services; synced into scheduling, payroll, or workforce-analytics databases. Accounts is specific to Freshworks CRM and Time & Attendance (UTA) to Ukg Pro — each maps to any object or custom field on the other side.

How changes propagate between Freshworks CRM and Ukg Pro

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Freshworks CRM Ukg Pro Sub-second propagation

DetectionFreshworks CRM notifies Stacksync of record changes through webhook events. Polling with updated-at filters.

DeliveryEach detected change is written to Ukg Pro through its API, with automatic retries and rate-limit backoff.

Ukg Pro Freshworks CRM Sub-second propagation

DetectionUkg Pro notifies Stacksync of record changes through webhook events. No CDC stream.

DeliveryEach detected change is written to Freshworks CRM through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Freshworks CRM: Subject to per-account API rate limits that vary by plan.
  • Ukg Pro: An API gateway throttles calls per client over a rolling window (typically per minute); UKG does not publish exact numeric thresholds. Exceeding the limit returns HTTP 429, and UKG recommends a roughly one-second looping backoff before resuming (a Retry-After header is not yet standard). Reads are offset-paginated.
What ships with Freshworks CRM ⇄ Ukg Pro

Connect Freshworks CRM and Ukg Pro for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Freshworks CRM–Ukg Pro connection.

Real-time

Two-way sync

Changes in Freshworks CRM or Ukg Pro instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Freshworks CRM or Ukg Pro data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Freshworks CRM or Ukg Pro record.

Observability

Monitoring

Track your Freshworks CRM ⇄ Ukg Pro sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Freshworks CRM and Ukg Pro.

How the Freshworks CRM and Ukg Pro connectors work

Freshworks CRM

Integration surface
REST API
Authentication
API key sent as a Token authorization header
Change detection
Polling with updated-at filters; outbound webhooks can be configured through workflow automations
Capabilities
read · write · webhooks
Rate limits
Subject to per-account API rate limits that vary by plan

Ukg Pro

Integration surface
REST API (UKG Pro HCM REST services) with separate Onboarding and Recruiting REST APIs, plus legacy SOAP-based UKG Pro Web Services
Authentication
Core HCM REST APIs use HTTP Basic authentication with a dedicated web service account, plus a Customer API Key and a User API Key sent as headers (found under System Configuration > Security > Service Account Administration); the Onboarding and Recruiting REST APIs instead require a bearer Authorization Token from the token endpoint.
Change detection
No CDC stream. UKG Pro publishes Pro HCM Webhook Events for changes such as new hire, employee and job detail changes, termination, and PTO, which Stacksync subscribes to for near-real-time triggers; bulk and historical loads use paged reads with each service's modified-since filters.
Capabilities
read · write · webhooks
Rate limits
An API gateway throttles calls per client over a rolling window (typically per minute); UKG does not publish exact numeric thresholds. Exceeding the limit returns HTTP 429, and UKG recommends a roughly one-second looping backoff before resuming (a Retry-After header is not yet standard). Reads are offset-paginated.
Ukg Pro setup guide
How it works

How to connect Freshworks CRM to Ukg Pro — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Freshworks CRM and Ukg Pro with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Freshworks CRM connected
    Ukg Pro connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Freshworks CRM and Ukg Pro objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Freshworks CRM ⇄ Ukg Pro
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Freshworks CRM Ukg Pro
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Freshworks CRM and Ukg Pro integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

Related integrations

Every pair below is a real-time, two-way sync. Search all 522 integrations available for Freshworks CRM and Ukg Pro.

Popular · 8 of 522
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